Templates
Customer Success
Customer Support Template
Customer Support Template
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Customer Support Template

Streamline your customer service with our "Customer Support Template", an effective system to address, resolve, document, and improve upon customer interactions.
1
Receive customer query or complaint
2
Log information into the customer service system
3
Diagnose the problem or query
4
Find a suitable solution
5
Communicate solution to the customer
6
Approval: Solution
7
Apply solution (If applicable)
8
Follow up with the customer to ensure satisfaction
9
Document the process and resolution
10
Escalate the issue if no solution found
11
Approval: Escalation
12
Schedule a callback if necessary
13
Transfer customer to relevant department if needed
14
Send a satisfaction survey to the customer
15
Analyze survey for customer satisfaction metrics
16
Approval: Customer Satisfaction Metrics
17
Document lessons learned from the query or complaint
18
Train support team on the new lessons learned
19
Update knowledge base with the new information from the learning
20
Continuous improvement of customer support processes